Clements Investment Management provides investment management services and advice through consultations. The firm reviews clients' financial situations, sets goals, and makes ongoing adjustments. Investments may include stocks, bonds, mutual funds, and exchange-traded funds. Clements Investment Management does not act as a custodian of client assets.
Assets Under Management$26M
Clients42
Advisors1
Avg. per Client$620K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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